Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aveanna Healthcare Holdings, Inc.AVAH · Entity 4246 | Director | February 28, 2025 | March 04, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Aveanna Healthcare Holdings, Inc.
Report date February 28, 2025 · Filed March 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 324,746 |
Reported balance
After 2025-02-28 transaction · row 1
1 source rowRow 1 · 2025-02-28 · Grant · Acquired 28,261 · Balance 324,746 F1: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2025 Filed Mar 4, 2025 21:47 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 28,261 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032985 · ownership.xml · nonDerivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324,746 F1 · price: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting. Read SEC document |
| February 21, 2024 Filed Feb 23, 2024 20:29 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantCommon Stock, par value $0.01 per share | 53,942 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-019632 · ownership.xml · nonDerivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 296,485 F1 · price: Grant of stock-settled restricted stock unit, subject to one-year cliff vesting. Read SEC document |
| February 14, 2024 Filed Feb 20, 2024 21:48 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionRestricted Stock Units · Derivative | 103,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017535 · ownership.xml · derivative · entry 2 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 103,175 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converts into one share of common stock, $0.01 par value per share, of Aveanna Healthcare Holdings Inc. F2 · derivative.exercise_date: On February 14, 2023, the reporting person was granted 103,175 RSUs, which vested on February 14, 2024. F2 · derivative.expiration_date: On February 14, 2023, the reporting person was granted 103,175 RSUs, which vested on February 14, 2024. Read SEC document |
| February 14, 2024 Filed Feb 20, 2024 21:48 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionCommon Stock | 103,175 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017535 · ownership.xml · nonDerivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") converts into one share of common stock, $0.01 par value per share, of Aveanna Healthcare Holdings Inc. Read SEC document |
| August 15, 2023 Filed Aug 24, 2023 18:20 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionRestricted Stock Units · Derivative | 61,611 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-044440 · ownership.xml · derivative · entry 2 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 61,611 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock, $0.01 par value per share, of Aveanna Healthcare Holdings Inc. F2 · derivative.exercise_date: On August 15, 2022, the reporting person was granted 61,611 restricted stock units, which vested on August 15, 2023. F2 · derivative.expiration_date: On August 15, 2022, the reporting person was granted 61,611 restricted stock units, which vested on August 15, 2023. Read SEC document |
| August 15, 2023 Filed Aug 24, 2023 18:20 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionCommon Stock | 61,611 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-23-044440 · ownership.xml · nonDerivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,368 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit converts into one share of common stock, $0.01 par value per share, of Aveanna Healthcare Holdings Inc. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 20:01 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantRestricted Stock Units · Derivative | 103,175 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-005314 · doc4.xml · derivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,175 Underlying: Common Stock, par value $0.01 per share · 103,175 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") provides for the right to receive one share of common stock, $0.01 par value per share ("common stock"), of Aveanna Healthcare Holdings Inc. F2 · derivative.exercise_date: The RSUs vest on February 14, 2024. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. F2 · derivative.expiration_date: The RSUs vest on February 14, 2024. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 18:00 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantRestricted Stock Units · Derivative | 61,611 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-029053 · doc4.xml · derivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,611 Underlying: Common Stock, par value $0.01 per share · 61,611 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") converts into one share of common stock, $0.01 par value per share ("common stock"), of Aveanna Healthcare Holdings Inc. F2 · derivative.exercise_date: The RSUs vest on August 15, 2023. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. F2 · derivative.expiration_date: The RSUs vest on August 15, 2023. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:00 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionRestricted Stock Units · Derivative | 10,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-025155 · doc4.xml · derivative · entry 2 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock, par value $0.01 per share · 10,509 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit converts into one share of common stock, $0.01 par value per share ("common stock"), of Aveanna Healthcare Holdings Inc. F2 · derivative.exercise_date: On June 30, 2021, the reporting person was granted 10,509 restricted stock units, which vested on June 30, 2022. F2 · derivative.expiration_date: On June 30, 2021, the reporting person was granted 10,509 restricted stock units, which vested on June 30, 2022. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 21:00 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | Exercise / conversionCommon Stock | 10,509 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-025155 · doc4.xml · nonDerivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,757 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit converts into one share of common stock, $0.01 par value per share ("common stock"), of Aveanna Healthcare Holdings Inc. Read SEC document |
| June 30, 2021 Filed Jul 6, 2021 16:40 UTC | Aveanna Healthcare Holdings, Inc. AVAH · Entity 4246 | GrantRestricted Stock Units · Derivative | 10,509 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-027533 · doc4.xml · derivative · entry 1 Retchin Sheldon M · CIK 0001470958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,509 Underlying: Common Stock, par value $0.01 per share · 10,509 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") provides for the right to receive one share of common stock, $0.01 par value per share ("common stock"), of Aveanna Healthcare Holdings Inc. . F2 · derivative.exercise_date: The RSUs vest on June 30, 2022. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. F2 · derivative.expiration_date: The RSUs vest on June 30, 2022. Common stock in respect of vested RSUs will be delivered to the reporting person as soon as practicable following the vesting date, and, in any event, within 60 days following such date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.